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How Savvy Teams Build Complex Salesforce Forms with No Code

How Savvy Teams Build Complex Salesforce Forms with No Code

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Salesforce web forms can be a game changer by empowering you to create personalized experiences for customers. Complex forms using multiple steps and conditional logic tailor digital journeys to meet the unique needs of the individual. These engaging forms enable savvy sales and marketing teams to foster interest in their product or service and close deals faster. 

While native Salesforce forms have many advantages, they also come with challenges. Specifically, if you want to create complex forms involving detailed steps, containing dynamic content, or with a customized UX, you will need to invest in some kind of development or code. 

Using complex web forms without coding knowledge

If you have time and money to burn or in-house developers to tap for help, then this is no problem. However, if you don’t have knowledge of code or access to a development team or want to speed up time to market, you might want to consider alternatives. 

In this article, we check out how you can get all the perks of complex Salesforce forms without having to write a single line of code. To do this, you will need to venture away from Salesforce native solutions, and their associated limitations, and check out some of the leading tools on the Salesforce AppExchange

Want to learn more? Keep reading! 

Creating leads in Salesforce using web-to-lead forms

Let’s take a look at web-to-lead forms for Salesforce and how these forms can further the aims and objectives of your sales and marketing teams. In the process, we will discover some of the limitations of native Salesforce functionality and find ways to navigate them.

Web-to-lead is a feature that empowers you to create leads in Salesforce via forms embedded on your website. Setting up forms with the native Salesforce web-to-lead feature is relatively easy and doesn’t require any code at all. 

When a user fills in your form and submits it, real-time data gets pushed into Salesforce where the CRM automatically creates a lead. From here, your sales and marketing teams can ensure high-value leads are routed to your best salespeople. That information on your lead is analyzed against relevant metrics and consumer trends. 

Finding flexibility with Salesforce web-to-lead forms

The challenge with the Salesforce web-to-lead is that the out-of-the-box version may leave teams wanting more. For example, you can’t connect your form to other objects in Salesforce such as Case or Opportunity. In addition, you can’t attach files to native web-to-lead forms to provide supporting information on your lead. 

You can accomplish these things and collect detailed information on the preferences and needs of each lead, but the solution requires the implementation of custom code.

Implementing complex web-to-lead forms in Salesforce

To kickstart next-level lead generation and close deals faster, we recommend creating complex web-to-lead forms that capture robust information on a prospective customer such as their likes, dislikes, and purchasing preferences. 

Using a Salesforce form that allows attachments also means you can get comprehensive data on leads and execute deals more effectively. Similarly, complex web-to-lead forms for Salesforce that contain conditional logic and multiple steps are more exciting to the user and give you a more granular picture of their personality and profile. For example, if a user says they are interested in purchasing a particular product, then you can prompt them to fill in follow-up questions such as the specifications they are looking for and the amount of money they are willing to spend. 

On the other hand, if a lead expresses no interest in a product or service, then there is no need to ask them further questions. In this line of thought, if a user answers a question indicating they want to learn more about your organization, you can give them the ability to download a pamphlet or ebook. If not, you don’t need to bother them with this. This kind of dynamic logic saves time and holds the interest of users a lot longer.

You can achieve this level of flexibility and create dynamic, multi-step web-to-lead forms in Salesforce, but it will require coding and development. So, what are your options if you want to skip the heavy dev work but still get all of the perks? 

Alternatives to native Salesforce forms

If you are a seasoned Salesforce user, you will know that the Salesforce AppExchange is a giant marketplace where you can find thousands of platforms that integrate with the planet’s leading CRM. And while there are countless tools with which to create forms in Salesforce, some tools do this more seamlessly than others. 

The best solutions give you the freedom to build forms in Salesforce using any logic or object you want without any limitations or code. This frees up your schedule, saves you money, and requires zero compromise when it comes to your dream solution. 

While it’s up to you to choose the tool that best suits your organization, we will zone in on one app: Titan for Salesforce. Taking its name from the most powerful of Greek gods, Titan is a no-code platform that can implement any custom solution for Salesforce. 

Web-to-lead forms by Titan allow you to: 

  • Connect your web form to any object in Salesforce such as Contact, Opportunity, and Case.
  • Include attachments on your web form for Salesforce.
  • Create tailored customer journeys with multiple steps and conditional logic.
  • Generate leads in Salesforce.
  • Make forms with a custom UX. 
  • Gather comprehensive information on leads. 
  • View comprehensive data on every lead in Salesforce.
  • Data is validated in real-time so you can make sure form data is sent to the correct object:
  • Go-to-market fast! 

And all this requires no code or any special technical expertise, though experience with Salesforce or having worked as a Salesforce administrator will certainly help you work at optimum speed. Learn more about Titan’s Web-to-Lead powers here:

Salesforce Forms Wrapped 

And that’s a wrap on building complex forms for Salesforce using zero code. We hope you learned more about how more complex forms can create intuitive and guided digital experiences for users and help you make deals that much faster. 

Web-to-lead forms automate the lead creation process for marketing and sales teams but Salesforce’s native feature is limited. We suggest finding a no-code alternative on the AppExchange. Titan is one great option, but it’s up to you to choose the perfect solution for your business needs and objectives.

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